When to use an invoice instead of a receipt
A receipt records a completed sale where payment has been made. An invoice is a formal request for payment — used when a business client wants to pay after delivery, when you are billing for a large order, or when a customer requires documentation for their own accounting records.
Step 1 — Go to Invoices
Go to Sales → Invoices. Click + New invoice.
Step 2 — Select or create the customer
Search for an existing customer or create a new one by entering their name, phone number, and email address.
Step 3 — Add line items
Click Add item and select each product from your inventory. Enter the quantity and confirm the unit price. Add as many line items as needed.
Step 4 — Set payment terms
Set the invoice date and the due date. Common terms are Net 7 (payment due in 7 days), Net 15, or Net 30. AADOPS tracks whether the invoice is paid, overdue, or outstanding.
Step 5 — Send the invoice
Click Send invoice. You can send it by email directly from AADOPS, download it as a PDF to share via WhatsApp, or print it.
Recording payment against an invoice
When the customer pays, open the invoice from Sales → Invoices and click Record payment. Enter the amount received and the payment method. The invoice status updates to Paid.